Tax solutions

Whether you need help with filing, an audit, or reducing your taxes, our secure remote online tax services for individuals, businesses, nonprofits organizations and estates help save you time and money. This short video introduces the tax services and the preparation steps that will make tax filing move more smoothly.

Stand-alone or combined with advisory services – My tax services are often combined with other accounting or financial planning as a natural extension of that work. A common goal of this combined work is to cut federal income tax liabilities over the long term.

Secure remote service – Most tax preparation and representation work is conducted remotely with documents uploaded to a secure web portal. Most tax returns are filed electronically. The focus of this business model is to increase the value of the service offered through savings of time and money that is passed on to clients.

Written agreement – Service is offered through an engagement agreement that includes the scope of service, timing, limitations and price.

Pricing – Average industry rates for tax preparation and other tax-related services are  published by the National Association of Accountants. These are not the rates I charge but the reference is provided as a way to compare and contrast pricing.

Start early and avoid the late season rush – Rates are lower and the pace of service is more relaxed outside of the tax season rush. After March 20 a higher rate and special timing provisions applies to ensure timely completion and filing without sacrificing quality and personal service.



Need more information? Please let me know how to reach you for a free consultation. I serve clients across the country by phone or Skype or can meet in person in the Philadelphia region. Your contact information is not shared with anyone.

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